Agent Revenue Insights

Finance command surface that helps teams visualize ARR forecasts, scenario planning, and high-confidence opportunities uncovered by revenue agents.

Features

Scenario Switching: Compare conservative, base, and stretch trajectories with one click
Opportunity Spotlight: Highlight segments with confidence scores, owners, and deltas
Inline Insights: Drop directly into chat threads for fast stakeholder reviews
Responsive Charts: SVG-based charting keeps SSR compatibility without extra dependencies

Examples

Quick Overview

Trailing 6 months

$12.9M

+8.4%

Projected annual recurring revenue with agent-led upsell programs.

Scenario forecast

Agent upsell + retention gains

Base case

Hover points for detail13.1M forecast

Segments to watch

Confidence ≥ 70%

Scenario Planning

Enterprise ARR forecast

$13.9M

+8.6%

Projected annual recurring revenue with agent-led upsell programs.

Scenario forecast

Agent upsell + retention gains

Base case

Hover points for detail12.4M forecast

Segments to watch

Confidence ≥ 70%

Chat Drop-In

Revenue Strategy Chat

Agent drops revenue module directly in the thread.

Give me a quick forecast for enterprise ARR this summer.

💹

Here’s the forecast we’re tracking. Base case is +8.6% with stretch levers aiming for +12%.

Trailing 6 months

$12.9M

+8.4%

Projected annual recurring revenue with agent-led upsell programs.

Scenario forecast

Agent upsell + retention gains

Base case

Hover points for detail13.1M forecast

Segments to watch

Confidence ≥ 70%

Installation

npx shadcn add "https://agents-ui-kit.com/c/agent-revenue-insights.json"

API Reference

AgentRevenueInsights

Prop	Type	Default	Description
currentArr	`string`	`"$12.9M"`	Current ARR headline
arrChange	`string`	`"+8.4%"`	Change badge text
periodLabel	`string`	`"Trailing 6 months"`	Subtitle for header
forecastPoints	`RevenueForecastPoint[]`	Generated sample data	Series for forecast chart
segmentInsights	`RevenueSegmentInsight[]`	Sample segments	Highlight rows for revenue opportunities
scenario	`"base" \| "stretch" \| "conservative"`	`"base"`	Active scenario tab
onRefresh	`() => void`	-	Triggered when refresh button clicked
onScenarioChange	`(scenario) => void`	-	Invoked when scenario tab is changed
onSegmentClick	`(segment) => void`	-	Called when a segment card is clicked
className	`string`	-	Tailwind class overrides

RevenueForecastPoint

interface RevenueForecastPoint {
  label: string
  value: number
}

RevenueSegmentInsight

interface RevenueSegmentInsight {
  id: string
  segment: string
  arr: string
  trend: "up" | "down" | "flat"
  change: string
  confidence: number
  owner?: string
}

Design Notes

SVG chart keeps dependencies light and works in static exports
Button heights align with Input components elsewhere (h-9)
Scenario tabs use TabsList for consistent header alignment
Segment flyouts rely on dashed borders + transitions to match the kit aesthetic